Work on a document task to verify documents for a deposit case
Work on a document task to verify inbound documents that are needed for a deposit service case.
Before you begin
Role required:
- For a business deposit service case: sn_bom_document.b2b_agent
- For a personal deposit service case: sn_bom_document.b2c_agent
About this task
The Document Management Service determines which documents are required in a workflow. If any documents must be collected from the customer, a task is automatically generated for a document agent. The task is assigned to the document service team or a document agent based on the assignment rules.
Procedure
Navigate to All > Financial Services Operations > Workspace.
Select the lists icon (
lists icon\).
In the Lists tab, under Document Service, open the task list.
- For your assigned tasks, click Assigned to me.
- For all document tasks, click All.
- In the list, select which case you want to work on.
If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
In the Inbound Documents tab, choose a document.
Once the document has been reviewed, click Verify.
In the Work notes field, enter any comments.
Click Close.
Result
- The document task moves to the Closed Complete state.
- In the parent deposit case, the Verify documents stage in the case playbook shows as complete and the case moves to the next stage.
Parent Topic:Using Financial Services Deposit Operations